Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.054 | 0 | 35 |
| 1 month | -0.001 | 0 | 87 |
| 3 months | 0.010 | 0 | 32 |
| 1 year | 0.053 | 0 | 29 |
| 3 years | 0.076 | 0 | 24 |
| 5 years | 0.012 | 0 | 87 |
| 10 years | 0 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.083 | — |
| 2023 | 0.091 | — |
| 2022 | -0.161 | — |
| 2021 | -0.001 | — |
| 2020 | 0.047 | — |
| 2019 | 0.151 | — |
| 2018 | -0.044 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -0.004 | 0.030 | 0.027 | — |
| 2024 | 0.023 | 0.013 | 0.040 | 0.005 |
| 2023 | 0.019 | 0.008 | -0.002 | 0.066 |
| 2022 | -0.060 | -0.113 | -0.016 | 0.022 |
| 2021 | -0.002 | 0.021 | -0.005 | -0.015 |
| 2020 | -0.155 | 0.110 | 0.038 | 0.074 |
| 2019 | 0.067 | 0.032 | 0.015 | 0.031 |
| 2018 | -0.010 | -0.006 | 0.016 | -0.044 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.001 |
| 3 years | 0.057 |
| 5 years | 0.002 |
Access
/mutual_funds/world/performance
data via our API — starting from the
Ultra plan.